See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,153 | $155,364+52.0% | $103,476+128.2% | $77,643+204.2% |
| Participation rate | 98.9% | 85.5%+13.4pp | 80.5%+18.4pp | 70.6%+28.3pp |
| Annual return | 13.96% | 19.02%-5.1pp | 23.90%-9.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $4,824 | $5,949-18.9% | $4,672+3.2% | $2,726+77.0% |
| Participant deferral / active EE | $11,285 | $8,482+33.1% | $6,623+70.4% | $4,647+142.8% |
| Admin fee / account holder | $47 | $503-90.7% | $9,413-99.5% | $430-89.1% |